Our Firm

Massey Financial Services is an estate and financial planning firm headquartered in Edmond, OK.  We have been in business since 1987, and have grown into a reputable independent financial planning firm specializing in retirement and estate planning.  Our firm brings together some of the industry's top professionals including MBAs, CFPs.  CEPs, ChFCs, CPAs, attorneys, and other financial specialists.  This gives our advisors the broad resources and support needed to assist our clients on a comprehensive level.  Our independence enables us to establish working relationships with providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.  

Massey Financial Services upholds the highest standards of ethics and professionalism.  As an SEC Registered Investment Advisor, we are bound by the Prudent Person Rule, which means we have a fiduciary responsibility to put the interests of our clients first.  Our advisors are as independent as you are.  We don't underwrite securities or represent proprietary investment products.

Our advisors participate in on-going education to make sure we keep abreast of market trends, tax laws and product advancements.  As an added benefit of working with a Massey Financial Services advisor, we also educate our clients on the key financial issues that directly affect them so they can make knowledgeable decisions regarding their wealth management and retirement.

Contact Us

Massey Financial Services
2601 Kelley Pointe Parkway, Suite 202
Edmond, OK 73013
Phone: 405-341-9929
Fax: 405-341-9979
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